Automate Your Cases With the New MyCase Workflow

Workflow makes automating your processes a breeze. You can now create workflows based off the type of cases you are working on and apply those to any new cases you create.

How does it work?

With customized sets of tasks and appointments that can be based on unique date calculations, it has never been easier to set up a case in any particular practice area or for any specific case milestone. Whether you want to streamline your client intake process or create templates for important dates that relate to specific trials, MyCase Workflow has you covered. You can even use workflow to calculate your local court calendar rules and deadlines.

It’s a simple task to create a workflow. First, you create a template of tasks and events and then create custom date calculations. Once you’ve done that, with the simple click of your mouse, you can easily apply the customized workflow to all related cases. It’s that easy!

What are the benefits of Workflow?

With workflow, you can practice law more efficiently, saving you time and money.

Drastically reduce the time spent on routine tasks – with each new matter, you simply select a saved workflow template and then enter the date parameters. The tasks/events are instantly populated!

You can easily create customized common workflows for cases in any practice area.

Nicole Black is an attorney and the Legal Technology Evangelist at MyCase. Her legal career spans nearly two decades and she has extensive litigation experience. She was named an inaugural ABA Legal Rebel in 2009 and an inaugural Fastcase 50 in 2011. She is also a well known legal technology author, journalist, and speaker. She wrote "Computing for Lawyers" (2012) and co-authored "Social Media: The Next Frontier" (2010), both published by the American Bar Association. She also co-authors "Criminal Law in New York," a Thomson West treatise. She often speaks at conferences about the intersection of law, mobile computing and Internet-based technology. She can be reached at niki@mycase.com.

Alvin Foreman

Niki, a related option for your development team to explore regarding CRM functionality is adding Zapier integration into mycase. Then MyCase users could add automation rules to integrate MyCase with their cloud CRM systems (and other SaaS services). In case you’re unaware, one of your primary competitors (rhymes with “Rio”) already has Zapier integration.